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安朗杰（ALLE）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是安朗杰的1.1倍（$1.1B vs $1.0B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 13.4%，领先10.1%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 9.7%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 3.5%）
安朗杰是全球知名的安防产品及解决方案供应商，面向全球生产销售机械与电子类安防产品，包括闭门器、出入口控制设备、锁具、电子门禁系统、考勤与人员效能管理系统、门体系统及相关配件，服务商业、公共机构、住宅等多领域终端用户
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
ALLE vs SF — 直观对比
营收规模更大
SF
是对方的1.1倍
$1.0B
营收增速更快
SF
高出13.3%
9.7%
净利率更高
SF
高出10.1%
13.4%
两年增速更快
SF
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $138.1M | $264.4M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 27.3% |
| 净利率 | 13.4% | 23.5% |
| 营收同比 | 9.7% | 23.0% |
| 净利润同比 | -6.8% | 8.3% |
| 每股收益（稀释后） | — | $2.30 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ALLESF
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $962.6M | ||
| Q2 25 | $1.0B | $838.9M | ||
| Q1 25 | $941.9M | $842.5M | ||
| Q4 24 | $945.6M | $916.0M | ||
| Q3 24 | $967.1M | $810.9M | ||
| Q2 24 | $965.6M | $798.9M |
净利润ALLESF
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $264.4M | ||
| Q3 25 | $188.4M | $211.4M | ||
| Q2 25 | $159.7M | $155.1M | ||
| Q1 25 | $148.2M | $53.0M | ||
| Q4 24 | $144.1M | $244.0M | ||
| Q3 24 | $174.2M | $158.5M | ||
| Q2 24 | $155.4M | $165.3M |
毛利率ALLESF
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
营业利润率ALLESF
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 27.3% | ||
| Q3 25 | 21.8% | 29.7% | ||
| Q2 25 | 21.5% | 25.5% | ||
| Q1 25 | 20.9% | 7.5% | ||
| Q4 24 | 19.5% | 29.1% | ||
| Q3 24 | 22.2% | 26.7% | ||
| Q2 24 | 21.6% | 28.4% |
净利率ALLESF
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 23.5% | ||
| Q3 25 | 17.6% | 22.0% | ||
| Q2 25 | 15.6% | 18.5% | ||
| Q1 25 | 15.7% | 6.3% | ||
| Q4 24 | 15.2% | 26.6% | ||
| Q3 24 | 18.0% | 19.5% | ||
| Q2 24 | 16.1% | 20.7% |
每股收益（稀释后）ALLESF
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $2.30 | ||
| Q3 25 | $2.18 | $1.84 | ||
| Q2 25 | $1.85 | $1.34 | ||
| Q1 25 | $1.71 | $0.39 | ||
| Q4 24 | $1.65 | $2.10 | ||
| Q3 24 | $1.99 | $1.34 | ||
| Q2 24 | $1.77 | $1.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $308.9M | $2.3B |
| 总债务越低越好 | $2.0B | $617.4M |
| 股东权益账面价值 | $2.1B | $6.0B |
| 总资产 | $5.3B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资ALLESF
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.3B | ||
| Q3 25 | $302.7M | $3.2B | ||
| Q2 25 | $656.8M | $1.9B | ||
| Q1 25 | $494.5M | $2.7B | ||
| Q4 24 | $503.8M | $2.6B | ||
| Q3 24 | $878.9M | $1.9B | ||
| Q2 24 | $747.5M | $2.6B |
总债务ALLESF
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $617.4M | ||
| Q3 25 | $2.1B | $617.2M | ||
| Q2 25 | $2.1B | $617.0M | ||
| Q1 25 | $2.0B | $616.8M | ||
| Q4 24 | $2.0B | $616.6M | ||
| Q3 24 | $2.4B | $616.4M | ||
| Q2 24 | $2.4B | $1.1B |
股东权益ALLESF
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $6.0B | ||
| Q3 25 | $1.9B | $5.8B | ||
| Q2 25 | $1.8B | $5.6B | ||
| Q1 25 | $1.6B | $5.5B | ||
| Q4 24 | $1.5B | $5.7B | ||
| Q3 24 | $1.6B | $5.6B | ||
| Q2 24 | $1.4B | $5.4B |
总资产ALLESF
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $41.3B | ||
| Q3 25 | $5.2B | $41.7B | ||
| Q2 25 | $4.9B | $39.9B | ||
| Q1 25 | $4.6B | $40.4B | ||
| Q4 24 | $4.5B | $39.9B | ||
| Q3 24 | $5.0B | $38.9B | ||
| Q2 24 | $4.8B | $37.8B |
负债/权益比ALLESF
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.10× | ||
| Q3 25 | 1.07× | 0.11× | ||
| Q2 25 | 1.16× | 0.11× | ||
| Q1 25 | 1.24× | 0.11× | ||
| Q4 24 | 1.33× | 0.11× | ||
| Q3 24 | 1.53× | 0.11× | ||
| Q2 24 | 1.69× | 0.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $101.3M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 2.0% | 1.2% |
| 现金转化率经营现金流/净利润 | 0.73× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流ALLESF
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $382.4M | ||
| Q3 25 | $229.5M | $338.3M | ||
| Q2 25 | $209.7M | $607.5M | ||
| Q1 25 | $104.5M | $-211.2M | ||
| Q4 24 | $219.0M | $694.6M | ||
| Q3 24 | $231.9M | $198.3M | ||
| Q2 24 | $173.0M | $207.2M |
自由现金流ALLESF
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $369.0M | ||
| Q3 25 | $209.8M | $321.1M | ||
| Q2 25 | $192.0M | $592.7M | ||
| Q1 25 | $83.4M | $-227.8M | ||
| Q4 24 | $194.9M | $677.2M | ||
| Q3 24 | $212.0M | $185.6M | ||
| Q2 24 | $152.1M | $173.3M |
自由现金流率ALLESF
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 32.7% | ||
| Q3 25 | 19.6% | 33.4% | ||
| Q2 25 | 18.8% | 70.6% | ||
| Q1 25 | 8.9% | -27.0% | ||
| Q4 24 | 20.6% | 73.9% | ||
| Q3 24 | 21.9% | 22.9% | ||
| Q2 24 | 15.8% | 21.7% |
资本支出强度ALLESF
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.2% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.7% | 1.8% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 2.1% | 1.6% | ||
| Q2 24 | 2.2% | 4.2% |
现金转化率ALLESF
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.45× | ||
| Q3 25 | 1.22× | 1.60× | ||
| Q2 25 | 1.31× | 3.92× | ||
| Q1 25 | 0.71× | -3.99× | ||
| Q4 24 | 1.52× | 2.85× | ||
| Q3 24 | 1.33× | 1.25× | ||
| Q2 24 | 1.11× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
SF
暂无分部数据
